Clearstead Advisors’s Innovex International INVX Stock Holding History

Clearstead Advisors’s Portfolio INVX Stock Details INVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$100	Buy	+4	New	+$109	﹤0.01%	3357

Other funds holding INVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Clearstead Advisors's INVX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Innovex International (INVX) in Q2 2026: 4 shares worth $100. The stake represents ﹤0.01% of the portfolio and ranks #3357 among its holdings.

78 funds tracked by Wall St. Rank hold INVX as of Q2 2026.

Clearstead Advisors held 4 shares of Innovex International worth $100 as of Q2 2026.
Innovex International was a new Clearstead Advisors position in Q2 2026.
Innovex International made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3357 holding.
78 funds tracked by Wall St. Rank held Innovex International as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.